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CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.74
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets388.93M
CLBFX vs ETNMX Comparison Chart in %
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CLBFX vs. ETNMX commentary
Aug 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and ETNMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. ETNMX (389M). CLBFX pays higher dividends than ETNMX: CLBFX (1.97) vs ETNMX (1.83). CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETNMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.11 vs. ETNMX (6.02). CLBFX return over 5 years is better than : 40.98 vs. ETNMX (32.89).
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.67 | 1.02 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.09 | 61% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.847 | 5.708 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 389M | 65,810% |
| Annual Yield % from dividends | 1.97 | 1.83 | 108% |
| Returns for 1 year | 8.11 | 6.02 | 135% |
| Returns for 3 years | 31.15 | 19.99 | 156% |
| Returns for 5 years | 40.98 | 32.89 | 125% |
| Returns for 10 years | 82.32 | 82.16 | 100% |